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July 05, 2018

Index Investors Will Not Benefit From Today's Disruptors | Sam Hassan, Managing Director, Capital Wealth Advisors | Q&A

Sam Hassan is the managing director at Capital Wealth Advisors, an independent financial advisory firm serving families and entrepreneurs through wealth advisory, estate planning and family office. In this interview, he discusses the key differences between working at sovereign wealth funds versus a wealth management firm; his article covering missed opportunities in the private market (Index Investors Beware of the Sucker Punch); and cutting through the noise in hot sectors and being extremely selective with those investments.
Read by 45% of LPs September 29, 2014

Nova Capital Partners Acquires Quorum Business Park for $7.5M

Quorum Business Park is located on 19 acres on East Independence Boulevard, near McAlpine Creek Park....
Read by 43% of LPs September 11, 2014 is Setting Up a 'Special' Venture Capital Fund

The company announced on Monday that its existing investment arm had set up the Salesforce1 Fund, a $100 million pool of money earmarked for start-ups creating apps for mobile phones. And specificall...
Read by 46% of LPs May 09, 2014

City of Stamford Seeks Independent Advisory Consultant

Stamford is looking for an investment consultant to provide independent investment advisory services for the Classified Employees and Custodian and Mechanics Retirement Funds, as well as its OPEB.
Read by 74% of LPs May 06, 2014

Advisors Need Different Approach With Gen Y

The millennials are coming. In fact, they're already here, which provides financial services firms with potentially huge opportunities--and challenges--as they try to reach this generational group....
Read by 54% of LPs May 06, 2014

SEC Charges Columbus-Based Advisory With Fraud; Allegedly Hid Client Loss

Professional Investment Management, an advisory firm in Columbus, Ohio, and Douglas Cowgill, the firm's president and chief compliance officer, "repeatedly" hid the missing amount, according to the SEC, which successfully sought a freeze on the firm's assets. The SEC discovered the shortfall in a money market fund account managed by PIM when the agency was conducting an examination of the firm to verify the existence of client assets, according to the commission
Read by 78% of LPs May 06, 2014

Six Habits of Highly Successful Advisors

Successful advisors and financial institutions are winning business in a competitive marketplace by building and managing differentiated investment portfolios and running their enterprises efficiently and profitably. We are in a position to observe them and see what they are doing to set themselves apart.
Read by 35% of LPs April 25, 2014

NYSTRS Issues Search for General Investment Consulting / Advisory Services

As a fiduciary, provide objective, creative and conflict free advice, including on-site consultation and assistance, in the following areas: Asset Allocation, Manager Research, Governance, Education.
Read by 45% of LPs February 21, 2014

Moline Police and Firefighter Pensions Searching for New Investment Consultant

The Boards of Trustees of the City of Moline Police and Fire Pension Funds are seeking the services of a consultant to assist in the search, evaluation and selection of investment managers.
Read by 51% of LPs February 07, 2014

Anchorage Capital Group Raises $160 Million for Fourth Illiquid Opportunities Access Fund

The investment advisory has $1 billion under management, comprised of domestic credit, special situations, and illiquid investment markets.
Read by 60% of LPs